Atticus Wealth Management’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Atticus Wealth Management’s Portfolio TNA Stock Details TNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,000	Closed	-$28.7K	–	611
2023 Q3	$28.7K	Sell	1,000 -1,500	-60%	-$52.5K	0.01%	304
2023 Q2	$88.2K	Buy	2,500 +1,000	+67%	+$31.4K	0.03%	190
2023 Q1	$48.3K	Buy	+1,500	New	+$54.8K	0.02%	255
2022 Q4	–	Sell	-500	Closed	-$16K	–	634
2022 Q3	$16K	Hold	500	–	–	0.01%	341
2022 Q2	$16K	Sell	500 -1,000	-67%	-$44.6K	0.01%	370
2022 Q1	$94K	Buy	+1,500	New	+$95.5K	0.03%	205
2020 Q2	–	Sell	-750	Closed	-$12K	–	323
2020 Q1	$12K	Buy	750 +425	+131%	+$23.1K	0.01%	225
2019 Q4	$23K	Buy	+325	New	+$20.4K	0.01%	214

Other funds holding TNA

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCM

Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TCM

Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

Elevatus Welath Management Victor, New York $191M AUM 49.76% 1-Year Est. Return

Atticus Wealth Management's TNA Position: Q4 2023 in Review

Atticus Wealth Management sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q4 2023, closing a stake of 1,000 shares — an estimated $28.7K sold.

Atticus Wealth Management first reported a position in TNA in Q4 2019 and held it in 8 quarters. The position peaked at $94K in Q1 2022. 84 funds tracked by Wall St. Rank hold TNA as of Q4 2023.

Atticus Wealth Management reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q4 2023 after selling out during the quarter.
Atticus Wealth Management sold 1,000 Direxion Daily Small Cap Bull 3x ETF shares in Q4 2023, an estimated $28.7K.
Atticus Wealth Management first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2019 and held it in 8 quarters.
Atticus Wealth Management's Direxion Daily Small Cap Bull 3x ETF position peaked at $94K in Q1 2022.
84 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.